Meet the host

About Bill Black

Succession, Exit & Retirement Planner

My "day job" is helping individuals prepare for retirement and Business Owners  "think forward" and implement strategies to be more valuable, sustainable and transferable. 

I'm a Certified Exit Planner (CExP), a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). I've been doing this line of work since 1983. My company's name is Exit & Retirement Strategies

Speaker & Author

As a member of the Vistage Speakers Bureau, I'm a frequent speaker on Business Succession & Leadership topics. I also speak at Professional Networking Groups on strategies that help get better results. For details, go to  

I've written 2 books (available on Amazon), with more on the way. I'm passionate about helping my heroes, private business owners, plan ahead to protect their families and exit in style!

I play music. A LOT of music!

I'm a Bassist/singer in a popular OC variety cover band. We play about 70 gigs a year. Here's a link to our schedule on our website - come see us! 


How to Introduce Bill Black (pdf)